SIS: How to Reverse Third Party Deferrals from Student Account

HOW TO REVERSE A THIRD PARTY DEFERRAL FROM A STUDENT’S ACCOUNT WHEN THE STUDENT HAS BEEN CANCELED FROM THIRD PARTY CONTRACT, BUT THE DEFERRAL REMAINS ON STUDENT’S ACCOUNT.

  1. Reverse the student’s payment

    1. In SIS, navigate to: Student Financials, Charges & Payment, Post Student Transaction

    2. Enter the Business Unit, Emplid and Item Type of the payment that needs to be reversed.Example: 

      Business_unit:  Enter college’s business unit

      Emplid:             Enter student’s emplid

      Account type:    TUT

      Item type:          Enter item type for the third party deferral item being reversed

       

    3. Select Payment ID (bottom right corner) for the TPC deferral/payment to be reversed.This will populate the amount and term data.   Do not enter data in any of the fields on this page.

       

      To see the actual payment amount that will be reversed, click ‘Currency Detail’ hyperlink. The amount that appears in the ‘Converted Item Amount:’ field is the payment amount that will be reversed

       

    4. Click the yellow ‘POST’ button.This will reverse the payment amount on the student’s account.

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